Wall Street lost $800B. Bitcoin fell less than 1%. Thread

Send us Fan Mail Wall Street lost $800B. Bitcoin fell less than 1%. Thread 🧵👇 1/ The Magnificent Seven shed $797B on Thursday — their worst day since April 2025. Nasdaq down 1.9%. S&P down 1.2%. Trigger: AI spending fears after Alphabet and Tesla earnings disappointed. 2/ Bitcoin held near $65,000. Down less than 1% on a day the AI trade had its worst session in 15 months. Is this the decoupling? That is the most important question in crypto right now. 3/ Six federal agencies missed the GENIUS Act stablecoin deadline on July 18. Every exchange and stablecoin issuer is now in a regulatory grey zone. January 2027 enforcement starts regardless of whether final rules exist. 4/ CLARITY Act misses pre-recess window. Majority Leader Thune says August 7 deadline likely missed. White House crypto adviser Patrick Witt pushes back — first week of August still possible. Goldman Sachs CEO backs the bill publicly. 5/ US-Iran tensions push oil above $90. Inflation fears return. Bitcoin ETFs logged $225M in outflows Thursday — breaking a 7-day inflow streak. Fed hike odds rise from 10% to 20-40% depending on the source. 6/ BNY Mellon commits to tokenised US Treasury settlement by late 2026. The oldest bank in America goes on-chain. Combined with DTCC and SWIFT — the institutional buildout is accelerating in the middle of a bear market. 7/ But here is what really matters. Fed meets July 28-29. CLARITY Act may still get a Senate floor start before August 8 recess. A Fed hold plus CLARITY Act progress in the same week is the scenario institutional money has been waiting for. 8/ The next 7 days will define the second half of 2026 for crypto. We lay out every scenario and exactly what to do in each one. Subscribe free 👉 https://api.leadconnectorhq.com/widget/form/PikXq7c0lOfU1aKYog2c Book a free 15-min call 👉 https://calendly.com/brandon-orangebrickroad/15min-call #Bitcoin #Crypto #BTC #CLARITYAct #GENIUSAct #Fed #FOMC #TheBlock #OrangeBrickRoad #CryptoAustralia #ETF #wallstreet #bitcoindecoupling #stablecoins #BNYMellon What we do at Orange Brick Road in a 1 minute video.   https://orangebrickroad.com.au/ Book a free 15-minute consultation. https://calendly.com/brandon-orangebrickroad/15min-call  Check out Orange Brick Road's website: https://orangebrickroad.com.au/ Join our weekly Newsletter https://api.leadconnectorhq.com/.../PikXq7c0lOfU1aKYog2c  Join our community and stay up to date: Facebook https://www.facebook.com/Orangebrickroad...